IBEW Local No. 229 Annuity Fund's EIN is 25-1624277.
Download the official 2024 Form 5500 (PDF) for IBEW Local No. 229 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local No. 229 Annuity Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | 13-3646501 | — | NONE | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP TRUST FINANCIAL ADVISORS | 26-0058143 | — | NONE | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $55.2M | 98.9% | |
| METLIFE STABLE VAL FD SERIES 25157 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $933K | 1.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ODONONOGHUE & ODONOGHUE LLP | — | WASHINGTON, DC | NONE | $34K | — |
| LAWRENCE C. MUSGROVE ASSOCIATES | — | ROANOKE, VA | NONE | $31K | — |
| BARATZ & ASSOCIATES | — | MARLTON, NJ | NONE | $16K | — |
| FISCHER DORWART PC | 23-2247478 | — | NONE | $8K | — |
